Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (ITOT) | 198,076 | +113,726 | $22,838 |
ITOT | 198,076 | +113,726 | $22,838 |
VANGUARD TAX MANAGED FDS (VEA) | 274,913 | +173,190 | $13,792 |
VEA | 274,913 | +173,190 | $13,792 |
MICROSOFT CORP | 30,844 | -420 | $12,977 |
MSFT | 30,844 | -420 | $12,977 |
INVESCO QQQ TR | 26,366 | +13,455 | $11,707 |
QQQ | 26,366 | +13,455 | $11,707 |
ISHARES TR (USHY) | 259,880 | +103,546 | $9,509 |
USHY | 259,880 | +103,546 | $9,509 |
ISHARES TR (EMB) | 80,492 | +2,158 | $7,218 |
EMB | 80,492 | +2,158 | $7,218 |
SPDR S&P 500 ETF TR (SPY) | 11,688 | -26,159 | $6,114 |
SPY | 11,688 | -26,159 | $6,114 |
APPLE INC | 32,781 | -2,322 | $5,621 |
AAPL | 32,781 | -2,322 | $5,621 |
CATERPILLAR INC | 15,135 | -539 | $5,546 |
CAT | 15,135 | -539 | $5,546 |
BUILDERS FIRSTSOURCE INC | 26,331 | -392 | $5,491 |
BLDR | 26,331 | -392 | $5,491 |
INVESCO EXCHANGE TRADED FD T (RSPT) | 152,035 | +79,090 | $5,350 |
RSPT | 152,035 | +79,090 | $5,350 |
PULTE GROUP INC | 42,230 | -533 | $5,094 |
PHM | 42,230 | -533 | $5,094 |
GRAINGER W W INC | 4,927 | -30 | $5,012 |
GWW | 4,927 | -30 | $5,012 |
VANGUARD SCOTTSDALE FDS (VCIT) | 59,472 | +17,869 | $4,788 |
VCIT | 59,472 | +17,869 | $4,788 |
SUPER MICRO COMPUTER INC | 4,701 | -3,598 | $4,748 |
SMCI | 4,701 | -3,598 | $4,748 |
WILLIAMS SONOMA INC | 14,326 | -1,294 | $4,549 |
WSM | 14,326 | -1,294 | $4,549 |
MURPHY USA INC | 10,598 | -592 | $4,443 |
MUSA | 10,598 | -592 | $4,443 |
EMCOR GROUP INC | 12,197 | +170 | $4,271 |
EME | 12,197 | +170 | $4,271 |
PACCAR INC | 32,083 | -2,008 | $3,975 |
PCAR | 32,083 | -2,008 | $3,975 |
BROADCOM INC | 2,980 | +54 | $3,950 |
AVGO | 2,980 | +54 | $3,950 |
FIRST TR EXCHANGE TRADED FD (FXR) | 54,097 | +43,660 | $3,947 |
FXR | 54,097 | +43,660 | $3,947 |
FIRST TR EXCHANGE TRADED FD (FXD) | 60,062 | +48,923 | $3,876 |
FXD | 60,062 | +48,923 | $3,876 |
FIRST TR EXCHANGE TRADED FD (FXO) | 81,366 | +66,825 | $3,867 |
FXO | 81,366 | +66,825 | $3,867 |
ISHARES TR (IUSG) | 32,414 | -137,737 | $3,799 |
IUSG | 32,414 | -137,737 | $3,799 |
SELECT SECTOR SPDR TR (XLC) | 44,701 | +44,701 | $3,650 |
XLC | 44,701 | +44,701 | $3,650 |
PROCTER AND GAMBLE CO | 22,112 | -993 | $3,588 |
PG | 22,112 | -993 | $3,588 |
MARATHON PETE CORP | 17,607 | +527 | $3,548 |
MPC | 17,607 | +527 | $3,548 |
HUBBELL INC | 8,507 | -485 | $3,531 |
HUBB | 8,507 | -485 | $3,531 |
ALPHABET INC | 22,392 | +6,398 | $3,380 |
GOOGL | 22,392 | +6,398 | $3,380 |
EVERCORE INC | 17,444 | -1,596 | $3,359 |
EVR | 17,444 | -1,596 | $3,359 |
ISHARES TR (IEFA) | 44,987 | -113,468 | $3,339 |
IEFA | 44,987 | -113,468 | $3,339 |
ISHARES TR (IUSV) | 36,916 | -69,309 | $3,339 |
IUSV | 36,916 | -69,309 | $3,339 |
COCA COLA CONS INC | 3,861 | +23 | $3,268 |
COKE | 3,861 | +23 | $3,268 |
UNITED RENTALS INC | 4,489 | -8 | $3,237 |
URI | 4,489 | -8 | $3,237 |
PHILLIPS 66 | 19,444 | -1,547 | $3,176 |
PSX | 19,444 | -1,547 | $3,176 |
EAGLE MATLS INC | 11,629 | -133 | $3,160 |
EXP | 11,629 | -133 | $3,160 |
MGIC INVT CORP WIS | 140,781 | -8,464 | $3,148 |
MTG | 140,781 | -8,464 | $3,148 |
RELIANCE INC | 9,341 | -578 | $3,122 |
RS | 9,341 | -578 | $3,122 |
D R HORTON INC | 18,725 | +351 | $3,081 |
DHI | 18,725 | +351 | $3,081 |
LINCOLN ELEC HLDGS INC | 11,984 | -901 | $3,061 |
LECO | 11,984 | -901 | $3,061 |
WORTHINGTON ENTERPRISES INC | 46,314 | +10,397 | $2,882 |
WOR | 46,314 | +10,397 | $2,882 |
DECKERS OUTDOOR CORP | 3,030 | +861 | $2,852 |
DECK | 3,030 | +861 | $2,852 |
TOPBUILD CORP | 6,408 | +6,408 | $2,824 |
BLD | 6,408 | +6,408 | $2,824 |
JABIL INC | 20,996 | +226 | $2,812 |
JBL | 20,996 | +226 | $2,812 |
BOOKING HOLDINGS INC | 772 | +39 | $2,802 |
BKNG | 772 | +39 | $2,802 |
CONOCOPHILLIPS | 21,624 | -725 | $2,752 |
COP | 21,624 | -725 | $2,752 |
PROGRESSIVE CORP | 13,291 | +10,706 | $2,749 |
PGR | 13,291 | +10,706 | $2,749 |
RALPH LAUREN CORP | 14,286 | +14,286 | $2,682 |
RL | 14,286 | +14,286 | $2,682 |
CLEAN HARBORS INC | 12,961 | +1,853 | $2,609 |
CLH | 12,961 | +1,853 | $2,609 |
SNAP ON INC | 8,656 | -374 | $2,564 |
SNA | 8,656 | -374 | $2,564 |
PENSKE AUTOMOTIVE GRP INC | 15,462 | -422 | $2,505 |
PAG | 15,462 | -422 | $2,505 |
CABOT CORP | 27,102 | -44 | $2,499 |
CBT | 27,102 | -44 | $2,499 |
JPMORGAN CHASE & CO | 12,464 | +2,136 | $2,497 |
JPM | 12,464 | +2,136 | $2,497 |
CASEYS GEN STORES INC | 7,821 | +2,268 | $2,490 |
CASY | 7,821 | +2,268 | $2,490 |
BLOCK H & R INC | 50,593 | +3,072 | $2,485 |
HRB | 50,593 | +3,072 | $2,485 |
REINSURANCE GRP OF AMERICA I | 12,788 | -517 | $2,466 |
RGA | 12,788 | -517 | $2,466 |
INVESCO EXCHANGE TRADED FD T (RSP) | 14,541 | -211 | $2,463 |
RSP | 14,541 | -211 | $2,463 |
FIRSTCASH HOLDINGS INC | 19,208 | -489 | $2,450 |
FCFS | 19,208 | -489 | $2,450 |
BADGER METER INC | 15,104 | -471 | $2,444 |
BMI | 15,104 | -471 | $2,444 |
LPL FINL HLDGS INC | 9,154 | +589 | $2,418 |
LPLA | 9,154 | +589 | $2,418 |
GRAND CANYON ED INC | 16,881 | +3,101 | $2,299 |
LOPE | 16,881 | +3,101 | $2,299 |
ELI LILLY & CO | 2,916 | +38 | $2,268 |
LLY | 2,916 | +38 | $2,268 |
HOME DEPOT INC | 5,497 | +70 | $2,109 |
HD | 5,497 | +70 | $2,109 |
VANGUARD INDEX FDS (VTI) | 7,604 | UNCH | $1,976 |
VTI | 7,604 | UNCH | $1,976 |
VISA INC | 6,208 | +89 | $1,732 |
V | 6,208 | +89 | $1,732 |
WALMART INC | 28,022 | +5,332 | $1,686 |
WMT | 28,022 | +5,332 | $1,686 |
NVIDIA CORPORATION | 1,853 | +33 | $1,674 |
NVDA | 1,853 | +33 | $1,674 |
QUANTA SVCS INC | 6,184 | -42 | $1,607 |
PWR | 6,184 | -42 | $1,607 |
EXXON MOBIL CORP | 13,106 | -2,104 | $1,523 |
XOM | 13,106 | -2,104 | $1,523 |
FIRST TR EXCHANGE TRADED FD (FTSM) | 25,127 | -5,604 | $1,498 |
FTSM | 25,127 | -5,604 | $1,498 |
ACCENTURE PLC IRELAND | 3,994 | +7 | $1,384 |
ACN | 3,994 | +7 | $1,384 |
ISHARES INC (IEMG) | 25,301 | -17,443 | $1,306 |
IEMG | 25,301 | -17,443 | $1,306 |
AMAZON COM INC | 7,065 | +35 | $1,274 |
AMZN | 7,065 | +35 | $1,274 |
ABBVIE INC | 6,472 | -80 | $1,179 |
ABBV | 6,472 | -80 | $1,179 |
ISHARES TR (PFF) | 36,236 | -1,654 | $1,168 |
PFF | 36,236 | -1,654 | $1,168 |
WASTE MGMT INC DEL | 5,451 | -10 | $1,162 |
WM | 5,451 | -10 | $1,162 |
MERCK & CO INC | 8,768 | -15 | $1,157 |
MRK | 8,768 | -15 | $1,157 |
CISCO SYS INC | 22,233 | -6,798 | $1,110 |
CSCO | 22,233 | -6,798 | $1,110 |
SYNOPSYS INC | 1,880 | +20 | $1,074 |
SNPS | 1,880 | +20 | $1,074 |
CHEVRON CORP NEW | 6,795 | +1,253 | $1,072 |
CVX | 6,795 | +1,253 | $1,072 |
UNITEDHEALTH GROUP INC | 2,106 | -807 | $1,042 |
UNH | 2,106 | -807 | $1,042 |
VANGUARD CHARLOTTE FDS (BNDX) | 20,733 | -44,293 | $1,020 |
BNDX | 20,733 | -44,293 | $1,020 |
ISHARES TR (TLT) | 10,660 | -705 | $1,009 |
TLT | 10,660 | -705 | $1,009 |
SERVICE CORP INTL | 13,061 | -28 | $969 |
SCI | 13,061 | -28 | $969 |
NUCOR CORP | 4,782 | -27 | $946 |
NUE | 4,782 | -27 | $946 |
MASTERCARD INCORPORATED | 1,917 | -118 | $923 |
MA | 1,917 | -118 | $923 |
COCA COLA CO | 15,023 | -3,852 | $919 |
KO | 15,023 | -3,852 | $919 |
MCKESSON CORP | 1,705 | -5 | $915 |
MCK | 1,705 | -5 | $915 |
MCDONALDS CORP | 3,210 | -261 | $905 |
MCD | 3,210 | -261 | $905 |
ORACLE CORP | 7,033 | -519 | $883 |
ORCL | 7,033 | -519 | $883 |
TRUIST FINL CORP | 22,304 | +7 | $869 |
TFC | 22,304 | +7 | $869 |
TJX COS INC NEW | 8,467 | -603 | $859 |
TJX | 8,467 | -603 | $859 |
SIMON PPTY GROUP INC NEW | 5,070 | -121 | $793 |
SPG | 5,070 | -121 | $793 |
IRON MTN INC DEL | 9,813 | -306 | $787 |
IRM | 9,813 | -306 | $787 |
FIRST TR EXCHANGE TRADED FD (FTRI) | 57,698 | -2,305 | $766 |
FTRI | 57,698 | -2,305 | $766 |
EATON CORP PLC | 2,415 | UNCH | $755 |
ETN | 2,415 | UNCH | $755 |
GILEAD SCIENCES INC | 9,692 | -1,265 | $710 |
GILD | 9,692 | -1,265 | $710 |
INVESCO EXCHANGE TRADED FD T (RSPS) | 21,571 | -13,111 | $710 |
RSPS | 21,571 | -13,111 | $710 |
OREILLY AUTOMOTIVE INC | 602 | UNCH | $680 |
ORLY | 602 | UNCH | $680 |
INVESCO EXCH TRADED FD TR II (PIZ) | 19,383 | -5,794 | $668 |
PIZ | 19,383 | -5,794 | $668 |
UNITED PARCEL SERVICE INC | 4,255 | -1,206 | $632 |
UPS | 4,255 | -1,206 | $632 |
AMGEN INC | 2,160 | -76 | $614 |
AMGN | 2,160 | -76 | $614 |
OMNICOM GROUP INC | 6,221 | +35 | $602 |
OMC | 6,221 | +35 | $602 |
VANGUARD INTL EQUITY INDEX F (VT) | 5,435 | +586 | $601 |
VT | 5,435 | +586 | $601 |
LOCKHEED MARTIN CORP | 1,318 | -727 | $600 |
LMT | 1,318 | -727 | $600 |
ARES CAPITAL CORP | 28,254 | -909 | $588 |
ARCC | 28,254 | -909 | $588 |
ARCH CAP GROUP LTD | 6,299 | UNCH | $582 |
ACGL | 6,299 | UNCH | $582 |
ISHARES TR (IJR) | 5,266 | +5,266 | $582 |
IJR | 5,266 | +5,266 | $582 |
WELLS FARGO CO NEW | 9,866 | -153 | $572 |
WFC | 9,866 | -153 | $572 |
QUALCOMM INC | 3,261 | +398 | $552 |
QCOM | 3,261 | +398 | $552 |
ILLINOIS TOOL WKS INC | 2,049 | +25 | $550 |
ITW | 2,049 | +25 | $550 |
DELL TECHNOLOGIES INC | 4,744 | -92 | $541 |
DELL | 4,744 | -92 | $541 |
COSTCO WHSL CORP NEW | 733 | +5 | $537 |
COST | 733 | +5 | $537 |
SPDR DOW JONES INDL AVERAGE (DIA) | 1,345 | UNCH | $535 |
DIA | 1,345 | UNCH | $535 |
ALPHABET INC | 3,517 | +188 | $535 |
GOOG | 3,517 | +188 | $535 |
CARDINAL HEALTH INC | 4,653 | UNCH | $521 |
CAH | 4,653 | UNCH | $521 |
FAIR ISAAC CORP | 409 | +2 | $511 |
FICO | 409 | +2 | $511 |
GARTNER INC | 1,042 | UNCH | $497 |
IT | 1,042 | UNCH | $497 |
THERMO FISHER SCIENTIFIC INC | 853 | UNCH | $496 |
TMO | 853 | UNCH | $496 |
CONSOLIDATED EDISON INC | 5,369 | +5,369 | $488 |
ED | 5,369 | +5,369 | $488 |
EMPIRE ST RLTY TR INC | 46,594 | -2,014 | $472 |
ESRT | 46,594 | -2,014 | $472 |
VALERO ENERGY CORP | 2,712 | +51 | $463 |
VLO | 2,712 | +51 | $463 |
GENERAL ELECTRIC CO | 2,581 | +53 | $453 |
GE | 2,581 | +53 | $453 |
HENRY JACK & ASSOC INC | 2,595 | -55 | $451 |
JKHY | 2,595 | -55 | $451 |
TANGER INC | 15,225 | -660 | $450 |
SKT | 15,225 | -660 | $450 |
WELLTOWER INC | 4,671 | -201 | $436 |
WELL | 4,671 | -201 | $436 |
AUTOZONE INC | 136 | UNCH | $429 |
AZO | 136 | UNCH | $429 |
BLACKSTONE SECD LENDING FD | 13,363 | -556 | $416 |
BXSL | 13,363 | -556 | $416 |
RADIANT LOGISTICS INC | 76,500 | UNCH | $415 |
RLGT | 76,500 | UNCH | $415 |
LOWES COS INC | 1,620 | -4 | $413 |
LOW | 1,620 | -4 | $413 |
MACERICH CO | 23,563 | +23,563 | $406 |
MAC | 23,563 | +23,563 | $406 |
STARBUCKS CORP | 4,441 | -1,384 | $406 |
SBUX | 4,441 | -1,384 | $406 |
META PLATFORMS INC | 835 | +131 | $405 |
META | 835 | +131 | $405 |
PEPSICO INC | 2,300 | -594 | $402 |
PEP | 2,300 | -594 | $402 |
APPLIED MATLS INC | 1,941 | +91 | $400 |
AMAT | 1,941 | +91 | $400 |
DOW INC | 6,887 | -1,511 | $399 |
DOW | 6,887 | -1,511 | $399 |
CENCORA INC | 1,583 | +1,583 | $385 |
COR | 1,583 | +1,583 | $385 |
BERKSHIRE HATHAWAY INC DEL | $384 | ||
BRK.B | 913 | UNCH | $384 |
TEXAS INSTRS INC | 2,053 | -444 | $358 |
TXN | 2,053 | -444 | $358 |
INOTIV INC | 32,421 | -466 | $355 |
NOTV | 32,421 | -466 | $355 |
DIMENSIONAL ETF TRUST (DFAC) | 11,012 | UNCH | $352 |
DFAC | 11,012 | UNCH | $352 |
HERCULES CAPITAL INC | 19,030 | +19,030 | $351 |
HTGC | 19,030 | +19,030 | $351 |
RYMAN HOSPITALITY PPTYS INC | 3,025 | -111 | $350 |
RHP | 3,025 | -111 | $350 |
LYONDELLBASELL INDUSTRIES N | 3,359 | -248 | $344 |
LYB | 3,359 | -248 | $344 |
PACKAGING CORP AMER | 1,807 | UNCH | $343 |
PKG | 1,807 | UNCH | $343 |
KLA CORP | 484 | +28 | $338 |
KLAC | 484 | +28 | $338 |
AFLAC INC | 3,927 | -42 | $337 |
AFL | 3,927 | -42 | $337 |
STEEL DYNAMICS INC | 2,262 | -58 | $335 |
STLD | 2,262 | -58 | $335 |
ADOBE INC | 652 | -85 | $329 |
ADBE | 652 | -85 | $329 |
SL GREEN RLTY CORP | 5,862 | +5,862 | $323 |
SLG | 5,862 | +5,862 | $323 |
TRAVELERS COMPANIES INC | 1,363 | +33 | $314 |
TRV | 1,363 | +33 | $314 |
AMERICAN INTL GROUP INC | 4,001 | UNCH | $313 |
AIG | 4,001 | UNCH | $313 |
ISHARES TR (IWF) | 917 | UNCH | $309 |
IWF | 917 | UNCH | $309 |
LAM RESEARCH CORP | 304 | +32 | $296 |
LRCX | 304 | +32 | $296 |
ABBOTT LABS | 2,594 | +52 | $295 |
ABT | 2,594 | +52 | $295 |
UNION PAC CORP | 1,185 | +24 | $291 |
UNP | 1,185 | +24 | $291 |
GENUINE PARTS CO | 1,849 | -109 | $286 |
GPC | 1,849 | -109 | $286 |
DILLARDS INC | 601 | +601 | $283 |
DDS | 601 | +601 | $283 |
PARKER HANNIFIN CORP | 507 | UNCH | $282 |
PH | 507 | UNCH | $282 |
AUTOMATIC DATA PROCESSING IN | 1,077 | -97 | $269 |
ADP | 1,077 | -97 | $269 |
ROSS STORES INC | 1,819 | +1,819 | $267 |
ROST | 1,819 | +1,819 | $267 |
ELEVANCE HEALTH INC | 513 | -129 | $266 |
ELV | 513 | -129 | $266 |
ROYAL CARIBBEAN GROUP | 1,803 | +19 | $251 |
RCL | 1,803 | +19 | $251 |
HONEYWELL INTL INC | 1,218 | -171 | $250 |
HON | 1,218 | -171 | $250 |
LENNAR CORP | 1,435 | UNCH | $247 |
LEN | 1,435 | UNCH | $247 |
JOHNSON & JOHNSON | 1,539 | -403 | $243 |
JNJ | 1,539 | -403 | $243 |
ISHARES TR (IWD) | 1,331 | UNCH | $238 |
IWD | 1,331 | UNCH | $238 |
TRANE TECHNOLOGIES PLC | 793 | +793 | $238 |
TT | 793 | +793 | $238 |
BOISE CASCADE CO DEL | 1,524 | +1,524 | $234 |
BCC | 1,524 | +1,524 | $234 |
STRYKER CORPORATION | 654 | +654 | $234 |
SYK | 654 | +654 | $234 |
ISHARES TR (XVV) | 5,645 | -554 | $227 |
XVV | 5,645 | -554 | $227 |
EMERSON ELEC CO | 1,990 | +1,990 | $226 |
EMR | 1,990 | +1,990 | $226 |
MARRIOTT INTL INC NEW | 896 | +896 | $226 |
MAR | 896 | +896 | $226 |
CINTAS CORP | 325 | +325 | $223 |
CTAS | 325 | +325 | $223 |
THE CIGNA GROUP | 610 | +610 | $222 |
CI | 610 | +610 | $222 |
AMERICAN EXPRESS CO | 966 | +966 | $220 |
AXP | 966 | +966 | $220 |
CBOE GLOBAL MKTS INC | 1,196 | -9 | $220 |
CBOE | 1,196 | -9 | $220 |
EOG RES INC | 1,721 | +1,721 | $220 |
EOG | 1,721 | +1,721 | $220 |
M D C HLDGS INC | 3,449 | +3,449 | $217 |
MDC | 3,449 | +3,449 | $217 |
NVR INC | 26 | +26 | $211 |
NVR | 26 | +26 | $211 |
CVS HEALTH CORP | 2,633 | +11 | $210 |
CVS | 2,633 | +11 | $210 |
PAYCHEX INC | 1,709 | -74 | $210 |
PAYX | 1,709 | -74 | $210 |
BOSTON SCIENTIFIC CORP | 3,057 | +3,057 | $209 |
BSX | 3,057 | +3,057 | $209 |
YUM BRANDS INC | 1,491 | -139 | $207 |
YUM | 1,491 | -139 | $207 |
WP CAREY INC | 3,618 | +46 | $204 |
WPC | 3,618 | +46 | $204 |
MURPHY OIL CORP | 4,425 | +4,425 | $202 |
MUR | 4,425 | +4,425 | $202 |
VECTOR GROUP LTD | 17,756 | +17,756 | $195 |
VGR | 17,756 | +17,756 | $195 |
CENCORA INC | $0 (exited) | ||
ABC | 0 | -1,563 | $0 |
CHORD ENERGY CORPORATION | $0 (exited) | ||
CHRD | 0 | -12,241 | $0 |
FS KKR CAP CORP | $0 (exited) | ||
FSK | 0 | -19,128 | $0 |
FIRST TR EXCHANGE TRADED FD | $0 (exited) | ||
FXN | 0 | -32,677 | $0 |
INTERPUBLIC GROUP COS INC | $0 (exited) | ||
IPG | 0 | -6,571 | $0 |
KIMBERLY CLARK CORP | $0 (exited) | ||
KMB | 0 | -1,682 | $0 |
KITE RLTY GROUP TR | $0 (exited) | ||
KRG | 0 | -17,347 | $0 |
NIKE INC | $0 (exited) | ||
NKE | 0 | -2,033 | $0 |
PFIZER INC | $0 (exited) | ||
PFE | 0 | -8,497 | $0 |
PHILIP MORRIS INTL INC | $0 (exited) | ||
PM | 0 | -2,199 | $0 |
TESLA INC | $0 (exited) | ||
TSLA | 0 | -1,057 | $0 |
VANGUARD SCOTTSDALE FDS | $0 (exited) | ||
VGSH | 0 | -38,611 | $0 |
WORTHINGTON STL INC | $0 (exited) | ||
WS | 0 | -35,930 | $0 |
WATSCO INC | $0 (exited) | ||
WSO | 0 | -6,974 | $0 |
SELECT SECTOR SPDR TR | 0 | -3,685 | $0 (exited) |
XLE | 0 | -3,685 | $0 |
See Summary: Monument Capital Management Top Holdings
See Details: Top 10 Stocks Held By Monument Capital Management
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
XLC | +44,701 | +$3,650 |
BLD | +6,408 | +$2,824 |
RL | +14,286 | +$2,682 |
IJR | +5,266 | +$582 |
ED | +5,369 | +$488 |
MAC | +23,563 | +$406 |
COR | +1,583 | +$385 |
HTGC | +19,030 | +$351 |
SLG | +5,862 | +$323 |
DDS | +601 | +$283 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
WSO | -6,974 | -$2,988 |
VGSH | -38,611 | -$2,252 |
CHRD | -12,241 | -$2,035 |
WS | -35,930 | -$1,010 |
FXN | -32,677 | -$545 |
KRG | -17,347 | -$397 |
FSK | -19,128 | -$382 |
XLE | -3,685 | -$309 |
ABC | -1,563 | -$281 |
TSLA | -1,057 | -$263 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VEA | +173,190 | +$8,919 |
ITOT | +113,726 | +$13,962 |
USHY | +103,546 | +$3,826 |
RSPT | +79,090 | +$2,969 |
FXO | +66,825 | +$3,238 |
FXD | +48,923 | +$3,219 |
FXR | +43,660 | +$3,270 |
VCIT | +17,869 | +$1,407 |
QQQ | +13,455 | +$6,420 |
PGR | +10,706 | +$2,337 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IUSG | -137,737 | -$13,914 |
IEFA | -113,468 | -$7,808 |
IUSV | -69,309 | -$5,619 |
BNDX | -44,293 | -$2,190 |
SPY | -26,159 | -$11,875 |
IEMG | -17,443 | -$856 |
RSPS | -13,111 | -$379 |
MTG | -8,464 | +$269 |
CSCO | -6,798 | -$357 |
Size ($ in 1000's)
At 03/31/2024: $346,991 At 12/31/2023: $310,691 Monument Capital Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Monument Capital Management 13F filings. Link to 13F filings: SEC filings |